Source: Intelligent Relativity Theory

What will the policy of "new infrastructure" bring to the industry and market? What kind of model will the future develop into?

Since the concept became popular in March, this kind of thinking has always attracted heated discussion and thinking. The layout of the successive admission of technology giants is both the focus and the match point. The market expects the giants in the industry to give a practical and sustainable idea.

Ali said that digital infrastructure construction is a new kind of infrastructure and is becoming a new investment and development direction.

Baidu said that the new infrastructure is the new infrastructure of AI and should be the promoter of AI technology and application innovation.

Inspur said that it is a new infrastructure company by increasing investment in new infrastructure fields such as industrial Internet and artificial intelligence and embracing new infrastructure in an all-round way.

Huawei said that the core of the new infrastructure is connectivity and computing. 5G, AI and cloud will be the three elements of new infrastructure and the engine of digital economy development.

It is true that focusing on new technologies and new fields, the exploration directions of the giants coincide to some extent, but they still have their own emphases in implementing industries and entering competitive markets, and they need to carry out exchanges and cooperation with regions and governments to truly understand and deconstruct the hot word "new infrastructure" (that is, the practical path of the digital future).

Five months later, "new infrastructure" is still the focus and the focus.

The word "new infrastructure" is not a new word this year, but it is definitely a hot word this year. Why is there such a gap between development and exchange meetings?

Here, there is a word worth discussing, and that is "calculation".

What is calculation? In the report Ubiquitous Computing Power: the Cornerstone of Intelligent Society released by Huawei, it is expounded that computing is a mode of human cognition of the world. From mainframes to personal computers, from smart phones to wearable devices, computing power has increasingly become an extension of human capabilities.

Why is "calculation" mentioned here?

In fact, the mode of human perception of the world through "calculation" is still the mainstream of current development. Especially with the rise of the Internet, the extension of this ability has been continuously strengthened and evolved into "new computing", which is increasingly affecting the operation of the mainstream world.

It can be said that today's society is an Internet society based on the computing industry. When the era is developing into an intelligent society with the development of new technologies such as 5G, AI, cloud and blockchain, the weight of "computing" is increasing instead of decreasing.

What the new infrastructure needs to strengthen is the industrial base with "computing" as the core, which determines that this concept will mature with the development of related computing industries, and then reach a new development fever and public opinion peak.

This is why, after the word "new infrastructure" became popular in March, in August, five months later, the popularity was still increasing. In addition to the macro impact of epidemic situation and policies, the development of related computing industry itself has reached a certain qualitative change point, which is also a necessary drive.

At the same time, judging from the current industrial performance, "new infrastructure" is still the focus and key point. Whether for regional development or enterprise strategy, this is an important direction of self-development and cooperation.

For example, taking the 2020 Kunpeng Ecological Partner Conference held in Jiangxi today as an example, it is not difficult to draw a conclusion that Jiangxi should build a "digital economy" base, Huawei should develop Kunpeng's computing industry ecology, and the two sides should anchor the digital construction of related computing industries, which coincides with each other under the impetus of "new infrastructure" to achieve the ultimate goal.

In a sense, the Xiangjiang Kunpeng in Changsha, Hunan, and the Strait Nebula in Fuzhou, Fujian, etc. It is also a similar path. Coincidentally, in the winning projects of a number of technology giants such as Baidu, Ali, Tencent and Lenovo, the model of "government-enterprise cooperation" seems to be a mainstream attempt at present under the guise of "new infrastructure".

Then, along this line of thought, we can't help but go back to the question at the beginning of the article. What is the specific situation of this model? What will the development of new infrastructure under this model bring to the development of the whole industry and market?

This is a forging process.

From a series of giant projects and ideas such as Huawei's Kunpeng Ecology, Baidu's AI new infrastructure, Ali's digital infrastructure and Inspur's comprehensive embrace of new infrastructure, we may be able to condense a key generalization, "forging".

What is forging? Literally means smelting and forging, and is often used to describe metallurgy while the iron is hot.

Speaking of this, everyone should be able to imagine such a picture, melting metal substances through fire, and then forging by beating, so that the molecules of the molten metal substances are arranged more closely, thus obtaining a more solid object.

This is the forging process.

Here, we sum up the idea of digital new infrastructure from the projects of technology giants such as Huawei, and often use words similar to them (forging) such as "integration", "collaboration" and "cooperation", but they all seem inaccurate.

So, when we say that "digital new infrastructure" is a forging process, what is the difference behind it?

At least, the new infrastructure is not only a simple integration or cooperation of enterprise strategic framework, regional industrial synergy and government-enterprise cooperation model.

The most typical "forging" at the industrial level is nothing more than the adjustment of strategic structure from the perspective of enterprises, including the integration of business resources, ecological partners, information technology and other modules, which is also related to the reshaping of the industrial level and value chain.

Take Huawei's Kunpeng Ecology as an example, and build a diversified computing ecology around Kunpeng and Shengteng. From the bottom chip, the motherboard, the whole machine to the basic software stack and the scene application software, each module cooperates with each other and borrows from each other to complete the external computing support. Its core competitiveness lies in the formation of a complete set of computing power output scheme.

For another example, in terms of ecological cooperation, KIWI, vice president of Kirin Software, mentioned this model at the 2020 Kunpeng Ecological Partner Conference in Jiangxi. Based on the * * * open ecology, Kirin and Kunpeng can carry out application innovation and continuously integrate the latest capabilities.

The simple understanding is1+1>; Abnormal formula of 2.

In other words, this can no longer be described as "addition". Under the influence of new infrastructure, ecological cooperation is not only a simple project docking, but also the mutual integration and collision of their respective ecological circles. The industrial value and commercial value realized by both parties are also increased through multiplier effect here.

Then, our understanding of "melting forging" may be more profound-it is not a simple solid combination, but a state of internal and external blending and mutual transformation into liquid, such as business integration and ecological life, which means that the value chain of the industry will also be reshaped.

Then, for regional development, is it necessary to forge? The answer is yes.

However, how to understand the "forging" of a region's industry is the key to solving the "new infrastructure" in this region. Is it similar to the enterprise, and it also pays attention to the integration of internal business and external ecology?

Yes or no, let's take a look at the idea of building a "digital economy" base in Jiangxi.

Across the country, Jiangxi is not a strong province for the development of computing industry. In this regard, Wang Yibin, deputy director of Jiangxi Provincial Department of Industry and Information Technology, pointed out that there are some development problems in Jiangxi's information technology industry, such as lack of industrial chain, lack of core technology and lack of human resources.

If Jiangxi wants to develop into a highland of computing industry, solving these problems is the key.

Therefore, in order to solve these development problems, Kun Peng entered Jiangxi and landed. It can be said that this is also a major background and reason for the recent 2020 Jiangxi Kunpeng Ecological Partner Conference. With the joining of Kunpeng, many ecological partners such as Sichuang Digital and Tsinghua Tongfang have also come in droves.

As the saying goes, "It's a pleasure to have friends from afar." But as far as industrial development is concerned, it should not be "chaotic". Furthermore, in a word, in the development of regional industries, the planning and layout should not be chaotic.

As for Kun Peng's entry into Jiangxi, Jiangxi is well versed in it.

To sum up, this is also an idea for Jiangxi to build a "digital economy" base. Through the overall planning of "one chain, one policy", Nanchang will be built into an industrial center and an innovation center, Shangrao will be built into an information industry R&D and production base, Fuzhou will be planned as a supercomputer center, and Jiujiang will be built as an application benchmark, and so on. Jiangxi has carried out industrial division of labor and targeted industrial project layout throughout the province, realizing the industrial knowledge of regional development, filling all aspects of industrial shortcomings and building industrial highlands.

Then, summarizing the "forging" of regional industries can be understood as the word "layout". In short, it is an overall plan with regularity, knowledge and overall situation.

In fact, for the development of regional industries, such a layout is not simple. Because the computing industry is not a completely new industry. In other words, there will be new infrastructure and old infrastructure on top of this long-term development industry.

Then, in the process of overall planning, that is, forging, it is inevitable that some old infrastructure needs to be abandoned or relocated in individual areas, including local enterprises and so on.

So there will never be unilateral "forgery". Whether it is a technology enterprise like Huawei or a regional industry like Jiangxi, it needs to face a multi-party seesaw "forging".

For example, in addition to giants and governments, local ISVs must also be considered in the stage of new infrastructure. Nowadays, in the process of digital construction in Jiangxi, the project landing support of local ISV is essential. After Kunpeng Ecological Alliance entered Jiangxi, it took the lead in connecting 48 ISVs and 60 solutions, which provided a benchmark with great reference value for the digital development of Jiangxi.

It is true that whether the digital economy foundation of a region can be built as scheduled depends on whether the local ISV can accept the resources, investment, technology and so on brought by a giant brand.

Obviously, digital construction itself is the result of various "forging". So do many application scenarios.

For example, in education, talents are the foundation of the foundation, and the competition of digital economy in the future will also be the competition of talents, so I don't need to go into details. Jiangxi computing industry is short of human resources. What should we do?

The government takes the lead, and enterprises and universities jointly carry out professional talent training programs, such as competitions and industrial talent training bases. This needs to be forged in many ways to seek a valuable educational outlet.

To this end, Huawei is cooperating with Jiangxi Institute of Applied Science and Technology, Jiangxi Vocational College of Software Technology, Jiangxi Vocational College of Finance and Economics and other universities. It is easy to understand the idea of promoting Kunpeng's talent training.

Now, most of the technology enterprises that have made achievements on the road of new infrastructure are Huawei, Tongfang, Kirin Software and Sitron Digital. Understand this-building a new infrastructure needs to be "forged" in many aspects.

Forging here is not only cooperation, but also market players (such as enterprises and economic organizations). ) and social subjects (government, universities, etc.). ) in the cooperation, the industry knowledge of "the industry has specialization" is formed.

The new infrastructure is still hot, melting industries, enterprises and regions in the fire, and then merging, beating and forging into a new product, which is like a process of "melting and forging".

Adhering to this idea, it seems that there is nothing wrong with continuing to explore in the field of "new infrastructure".

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